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Find FCA registered Financial Advisers Near Me in PL18 9


We have found 103 relevant financial adviser firms within 30 miles of PL18 9. Showing page 1 of 7.

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  2. 🏢

    Hansford Bell Financial Planning LTD

    FCA reg no.
    482388
    FCA authorised date:
    09/06/08
    Hansford Bell is a top-tier, FCA-regulated financial planning firm in Tavistock, Devon, offering personalized life insurance, investments, and pensions retirement advice for individuals and businesses.
    1. ✔7 Financial Advisers
    2. 🪧4 Miles
    3. 📍Tavistock
  3. 🏢

    IAC Financial Planning LTD

    FCA reg no.
    786411
    FCA authorised date:
    01/02/18
    IAC Financial Planning Ltd, located in Truro, Cornwall, offers comprehensive financial guidance. Specialising in investment and retirement advice, life and funeral plans, our FCA-regulated team creates tailored strategies for individuals and businesses.
    1. ✔6 Financial Advisers
    2. 🪧4 Miles
    3. 📍Tavistock
  4. 🏢

    Michael James

    FCA reg no.
    713035
    FCA authorised date:
    18/12/15
    Michael James is a reputable financial services firm in Tavistock, Devon, offering reliable, regulated advice and specializing in retirement planning, life and investment advice.
    1. ✔7 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧4.2 Miles
    4. 📍Tavistock
  5. 🏢

    Lawrence Financial Consultancy LTD

    FCA reg no.
    527923
    FCA authorised date:
    15/07/10
    Vision IFP is a FCA-regulated financial firm in Tavistock, Devon, offering comprehensive financial solutions, including insurance, investments, and pensions retirement advice tailored to individual needs.
    1. ✔1 Financial Adviser
    2. 🪧4.3 Miles
    3. 📍Tavistock
  6. 🏢

    Paul Allen

    FCA reg no.
    483626
    FCA authorised date:
    21/05/08
    Paul Allen provides expert financial advice in Devon, specialising in insurance, investments, pensions and holistic financial planning. Regulated by the FCA and reputed for tailored solutions, they serve businesses and individuals alike.
    1. ✔1 Financial Adviser
    2. 🪧5.6 Miles
    3. 📍Yelverton
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  8. 🏢

    Jane Bownas Wealth Management

    FCA reg no.
    401712
    FCA authorised date:
    29/06/04
    Jane Bownas Wealth Management is a Saltash, Cornwall-based financial consultancy, known for its comprehensive financial planning and regulated advice. Providing expert wealth management services to both novice and experienced investors.
    1. ✔1 Financial Adviser
    2. 🪧6.5 Miles
    3. 📍Saltash
  9. 🏢

    BARRY W P BENNETT LTD

    FCA reg no.
    799367
    FCA authorised date:
    18/04/18
    Bennett Wealth Planning is an FCA-regulated financial services firm in Yelverton, Devon offering tailored advice in financial planning, life, investments, and retirement.
    1. ✔2 Financial Advisers
    2. 🪧6.6 Miles
    3. 📍Yelverton
  10. 🏢

    Jonathan Blake Money Management Limited

    FCA reg no.
    408054
    FCA authorised date:
    22/11/04
    FCA-regulated firm, Jonathan Blake Money Management Limited, is based in Saltash, Cornwall. Offering life and investment planning, pensions retirement advice, and comprehensive financial planning in a client-centric environment.
    1. ✔1 Financial Adviser
    2. 🪧6.7 Miles
    3. 📍Saltash
  11. 🏢

    Astute Money Financial Planning LTD

    FCA reg no.
    616372
    FCA authorised date:
    26/02/14
    Astute Money Financial Planning Ltd, a highly respected FCA-regulated firm, provides comprehensive financial services including life investments, pensions advice, and personalized financial planning across Devon and surrounding counties.
    1. ✔1 Financial Adviser
    2. 🪧7.1 Miles
    3. 📍Tavistock
  12. 🏢

    Intime Financial Planning LTD

    FCA reg no.
    976959
    FCA authorised date:
    07/06/22
    Intime Financial Planning Ltd, based in Lifton, Devon specialises in comprehensive financial strategies, including life investment, final salary pension transfers, and tailored retirement advice. Known for client-focused, regulated services.
    1. ✔1 Financial Adviser
    2. 🪧7.7 Miles
    3. 📍Lifton
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  14. 🏢

    Darren Stonehouse

    FCA reg no.
    533792
    FCA authorised date:
    19/10/10
    Darren Stonehouse is a Saltash-based financial planning and investment firm specialising in retirement advice, final salary pension transfers, and comprehensive financial planning, offering professional services with integrity.
    1. ✔2 Financial Advisers
    2. 🪧7.8 Miles
    3. 📍Saltash
  15. 🏢

    APWM Limited

    FCA reg no.
    1046644
    FCA authorised date:
    22/01/26
    APWM Limited is a FCA-registered firm in Plymouth, Devon, offering individualized financial planning and advice on life investments, pensions, and retirement strategies to a broad client base.
    1. ✔1 Financial Adviser
    2. 🪧8.3 Miles
    3. 📍Plymouth
  16. 🏢

    Wayne Smith

    FCA reg no.
    416953
    FCA authorised date:
    07/12/04
    Wayne Smith is a reputable financial services firm in Saltash, Cornwall known for personalized advice on life investments, pensions, and retirement planning. Regulated by the FCA, they provide bespoke financial planning services.
    1. ✔1 Financial Adviser
    2. 🪧8.5 Miles
    3. 📍Saltash
  17. 🏢

    Succession Financial Management Limited

    FCA reg no.
    225831
    FCA authorised date:
    06/11/03
    Succession Wealth is a regulated financial firm based in Plymouth, specialising in financial planning, pensions retirement advice, insurance, and investment services for businesses and individuals.
    1. ✔182 Financial Advisers
    2. ✔18 Mortgage Brokers
    3. 🪧8.6 Miles
    4. 📍Plymouth
  18. 🏢

    SUCCESSION WEALTH MANAGEMENT LIMITED

    FCA reg no.
    588378
    FCA authorised date:
    19/08/13
    Succession Wealth, an FCA regulated firm based in Plymouth, offers expert financial planning and tailored advice across the southwest of England, specializing in life and investment management, pensions retirement, and salary pension transfers.
    1. ✔154 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧8.6 Miles
    4. 📍Plymouth
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